About the
Recurly integration

From start-ups to global enterprises, today's fastest-growing businesses are harnessing the power of the subscription model to deliver predictable revenue, reveal critical customer insights, and automate revenue-optimizing decisions. These businesses demand a sophisticated, secure subscription management platform with the flexibility to support constantly evolving billing models with consistently superior customer experiences. Recurly meets that challenge with an enterprise-class subscription management platform that cuts through the complexity of subscription management to optimize and automate revenue growth.

About the
Base CRM integration

Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.

About the
Slack integration

Follow up on hot leads or key activities fast and build team alignment by automating Slack messages into your marketing journeys.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the
Recurly integration, Base CRM integration and the Slack
integration.

Journey Triggers

Recurly Subscription

Add a contact to a journey when their Recurly subscription status meets your criteria.

Add a Base Deal

Add a new deal against the contact in the journey.

Base Deal Stage Change

Add a contact to a journey when the deal stage changes in Base CRM.

Base Contact Field Change

Add a contact to a journey based on a certain value on a contact changing to a specific value.

Assign Base Task

Assigns a task for a lead or contact.

Conditions

Check Base Deal Stage

Check the deal stage with a true or false outcome.

Check Base Contact Field

Check for a specific value in a contact field.

Journey Actions

Assign Base Contact Owner

Assigns an owner or round robins ownership to a contact.

Update Base Contact Field

Updates a field with a certain value associated against a contact in Base CRM.

Send Slack Message

Send a contextual Slack message to a Slack channel.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey
marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Recurly, Base CRM and Slack.